Available with the following plans, except where noted:
With Copper's email automations, you can effortlessly automate outreach to your company saved filters.
The number of steps you can include in your automation depends on your Copper plan:
Professional customers can create automations that send a single email
Business customers can create automations that send up to 7 emails
This article will cover how to create an email automation to the primary contacts of your companies. You can also watch a quick 3m video below.
You can easily create a company email automation using this preconfigured option:
By default, only Admins and Account Owners can manage email automations. However, individual Users can be granted permission.
We recommend keeping your automated emails targeted and personal.
Segment your companies using Saved Filters (Lists)
Tailor your email templates to those segments
You can review more best practices in our help center article here.
If you're unsure, you can save your automation as a draft. You'll be able to change everything about the draft, including the number of steps, the content of the emails, and the entrance and exit criteria before you set it live.
Follow these steps to create the automation:
Give your automation a unique Name
If you plan to create multiple automations, you’ll want to edit the pre-filled Name we’ve populated.Give your email automation a Description
Select the Company saved filter
Please note that the "All Companies" saved filter cannot be selected.
Choose which Companies in the saved filter should receive the automated emails:
Only new Companies added moving forward will only send the automated email to the Companies who enter the list after the automation is saved and activated
All Companies already in the saved filter plus any added moving forward will send the automated email to all Companies who are already in the saved filter plus any Companies added to the saved filter moving forward
⚠️ If your audience is large, Copper may not send all of the automated emails in one day. Please see the daily send limitation section of the best practices article for more information.
Select which user the email should be sent from
You may select Company Owner or a specific user.
If you select Company Owner, any companies that do not have an owner will receive the automated email from the Automation Owner (which is you).
Note the Sending Schedule
Automated emails will only be sent during these hours, which will adhere to the Company time zone set in Settings > Workflow Automation
Select the email template you would like to send or create a new one
Select a waiting period
We've set a period of 3 days for Step 1, but you can change it. This is how long Copper waits after sending an email. For a single email, it’s the time Copper waits to see if the activity defined in 'Stop sending if' occurs. In a multi-step series, it’s the delay before Copper sends the next email.
Business plan only: Add step(s)
To add a step, click Send Email
You can choose to send up to 7 emails as part of the automation
You can only add or delete steps when creating an automation. Once the automation is saved and active, you cannot add or delete steps.For each individual step, you can choose:
A different email template
A different waiting period
Select which 'Stop sending if' activity qualifies as a ‘successful’ exit from the automation
Companies that meet this criteria will appear in the Replied section of the automation details panel, while those that don’t remain in the Sent section when the automation ends.
Click Set live
When you set an automation live for the first time, automated emails will start sending within minutes. Ongoing, contacts will receive the automated email within an hour of matching the criteria.
Automated emails associated with a company saved filter are sent to the primary contact on the company record. If a company record does not have a primary contact, the email(s) will not be sent, and you will see a message in the Errors tab of the details panel.
The stop sending if criterion applies to the entire automation. Contacts who meet this criterion appear in the Replied section of the automation details panel, while those who don’t remain in the Sent section when the automation ends.
FAQs
What happens if the primary contact is changed?
If the primary contact on the company record changes, automated emails will go to the new primary contact moving forward. Previously sent emails will not be resent to the new primary contact.
Have a question? Contact our Customer Success Team using the in-app chat 💬